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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,922 | $89,259-50.8% | $107,187-59.0% | $82,637-46.8% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.9pp | 68.1%+20.8pp |
| Annual return | 15.02% | 21.02%-6.0pp | 204.55%-189.5pp | 53.51%-38.5pp |
| Employer contribution / active EE | $4,724 | $3,080+53.4% | $3,782+24.9% | $2,552+85.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,717 | $7,381+72.3% | $9,162+38.8% | $7,339+73.3% |